Stepan Co
SCL- Exchange
- NYSE
- Industry
- Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics
- SEC CIK
- 0000094049
No open-market purchases or sales by Stepan Co insiders were filed in the last 90 days; 231 institutions reported holding it in 13F filings for Q2 2026, worth $1.11B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Stepan Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 195
- −2 vs. Q3 2023
- Shares held
- 18.5M
- +463.4K (+2.6%) vs. Q3 2023
- Total value
- $1.75B
- +$397.1M (+29.4%) vs. Q3 2023
- New holders
- 32
- 63 more added
- Sold out
- 34
- 69 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 231 | $1.11B |
| Q1 2026 | 224 | $981.8M |
| Q4 2025 | 209 | $912.4M |
| Q3 2025 | 204 | $926.3M |
| Q2 2025 | 204 | $1.05B |
| Q1 2025 | 200 | $1.04B |
| Q4 2024 | 208 | $1.23B |
| Q3 2024 | 231 | $1.44B |
| Q2 2024 | 215 | $1.54B |
| Q1 2024 | 200 | $1.66B |
| Q4 2023 | 195 | $1.75B |
| Q3 2023 | 199 | $1.35B |
| Q2 2023 | 195 | $1.72B |
| Q1 2023 | 207 | $1.79B |
| Q4 2022 | 210 | $1.85B |
| Q3 2022 | 203 | $1.62B |
| Q2 2022 | 202 | $1.76B |
| Q1 2022 | 209 | $1.72B |
| Q4 2021 | 211 | $2.14B |
| Q3 2021 | 203 | $1.91B |
| Q2 2021 | 227 | $2.05B |
| Q1 2021 | 215 | $2.19B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Stepan Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $284 | 0.00% | −70−95.9% | Reduced |
| Abound Wealth Management | 4 | $379 | 0.00% | −1−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $379 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 5 | $473 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 6 | $567 | 0.00% | +4+200.0% | Added |
| SJS Investment Consulting Inc. | 6 | $568 | 0.00% | +3+100.0% | Added |
| JFS Wealth Advisors, LLC | 7 | $662 | 0.00% | −9−56.3% | Reduced |
| Parkside Financial Bank & Trust | 10 | $946 | 0.00% | −6−37.5% | Reduced |
| Principal Securities, Inc. | 14 | $1.32K | 0.00% | +14 | New |
| Private Wealth Management Group, LLC | 14 | $1.32K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 16 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.99K | 0.00% | +21 | New |
| Parallel Advisors, LLC | 26 | $2.46K | 0.00% | −68−72.3% | Reduced |
| Pacer Advisors, Inc. | 27 | $2.55K | 0.00% | −6−18.2% | Reduced |
| Farther Finance Advisors, LLC | 27 | $2.55K | 0.00% | +19+237.5% | Added |
| Sugarloaf Wealth Management, LLC | 28 | $2.65K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 28 | $2.65K | 0.00% | +12+75.0% | Added |
| Bessemer Group Inc | 32 | $3.00K | 0.00% | +32 | New |
| LGT Financial Advisors LLC | 32 | $3.03K | 0.00% | +32 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $4.06K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $4.63K | 0.00% | +32+188.2% | Added |
| Oakworth Capital, Inc. | 50 | $4.73K | 0.00% | +50 | New |
| Massmutual Trust Co FSB | 63 | $5.96K | 0.00% | +63 | New |
| GPS Wealth Strategies Group, LLC | 75 | $7.09K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 150 | $14.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 198 | $18.7K | 0.00% | +179+942.1% | Added |
| Studio Investment Management LLC | 200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 213 | $20.1K | 0.00% | +213 | New |
| Versant Capital Management, Inc | 217 | $20.5K | 0.01% | −33−13.2% | Reduced |
| GAMMA Investing LLC | 238 | $21.2K | 0.01% | +238 | New |
| Fifth Third Bancorp | 269 | $25.4K | 0.00% | +257+2,141.7% | Added |
| Beacon Capital Management, LLC | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 398 | $37.6K | 0.00% | +398 | New |
| Copeland Capital Management, LLC | 453 | $42.8K | 0.00% | +333+277.5% | Added |
| Ronald Blue Trust, Inc. | 580 | $44.0K | 0.00% | +580 | New |
| Adirondack Trust Co | 500 | $44.6K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 512 | $48.4K | 0.00% | +512 | New |
| Advisor Group Holdings, Inc. | 548 | $51.8K | 0.00% | −451−45.1% | Reduced |
| Clarity Asset Management, Inc. | 586 | $55.4K | 0.04% | +586 | New |
| KBC Group NV | 649 | $61.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 937 | $88.6K | 0.00% | +73+8.4% | Added |
| Signaturefd, LLC | 1,103 | $104.3K | 0.00% | +955+645.3% | Added |
| SG Americas Securities, LLC | 1,145 | $108.0K | 0.00% | −2,247−66.2% | Reduced |
| IFP Advisors, Inc | 1,200 | $113.5K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,228 | $116.1K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,436 | $135.8K | 0.00% | +698+94.6% | Added |
| Ameritas Investment Partners, Inc. | 2,118 | $200.3K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,150 | $203.0K | 0.00% | +2,150 | New |
| Inceptionr LLC | 2,149 | $203.2K | 0.14% | +2,149 | New |
| Quadrant Capital Group LLC | 2,333 | $220.6K | 0.02% | +2,082+829.5% | Added |
| Creative Financial Designs Inc | 2,347 | $222.0K | 0.02% | −251−9.7% | Reduced |
| Pictet Asset Management Holding SA | 2,422 | $229.0K | 0.00% | +2,422 | New |
| Gratus Capital LLC | 2,446 | $231.3K | 0.01% | +2,446 | New |
| JustInvest LLC | 2,523 | $238.6K | 0.01% | +2,523 | New |
| Keybank National Association | 2,567 | $242.7K | 0.00% | +2,567 | New |
| Daiwa Securities Group Inc. | 2,590 | $245.0K | 0.00% | −40−1.5% | Reduced |
| Scientech Research LLC | 2,674 | $252.8K | 0.25% | +2,674 | New |
| LPL Financial LLC | 2,677 | $253.1K | 0.00% | +2,677 | New |
| TFG Advisers LLC | 2,692 | $254.6K | 0.11% | −82−3.0% | Reduced |
| Everence Capital Management Inc | 2,730 | $258.0K | 0.02% | +2,730 | New |
| Schonfeld Strategic Advisors LLC | 2,791 | $263.9K | 0.00% | +2,791 | New |
| IHT Wealth Management, LLC | 2,830 | $267.6K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,942 | $278.0K | 0.01% | −872−22.9% | Reduced |
| Hollow Brook Wealth Management LLC | 2,945 | $278.4K | 0.11% | 00.0% | Unchanged |
| Amundi | 3,156 | $280.6K | 0.00% | +289+10.1% | Added |
| Allianz Asset Management GmbH | 3,033 | $286.8K | 0.00% | −1,396−31.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,051 | $288.5K | 0.09% | −1,055−25.7% | Reduced |
| New York Life Investment Management LLC | 3,377 | $319.3K | 0.00% | −78−2.3% | Reduced |
| Sit Investment Associates Inc | 3,600 | $340.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,675 | $347.5K | 0.00% | +1,121+43.9% | Added |
| Jacobs Levy Equity Management, Inc | 3,688 | $348.7K | 0.00% | +3,688 | New |
| Public Employees Retirement Association of Colorado | 3,708 | $351.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,719 | $351.6K | 0.00% | −3−0.1% | Reduced |
| Mariner, LLC | 3,750 | $354.5K | 0.00% | −1,084−22.4% | Reduced |
| Caitlin John, LLC | 3,841 | $363.1K | 0.30% | +3,841 | New |
| Balyasny Asset Management LLC | 3,877 | $366.6K | 0.00% | −13,102−77.2% | Reduced |
| CWM Advisors, LLC | 4,058 | $383.7K | 0.04% | −36−0.9% | Reduced |
| Millennium Management LLC | 4,129 | $390.4K | 0.00% | −12,136−74.6% | Reduced |
| Handelsbanken Fonder AB | 4,165 | $394.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,195 | $396.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,585 | $433.5K | 0.00% | −9,611−67.7% | Reduced |
| D. E. Shaw & Co., Inc. | 4,653 | $439.9K | 0.00% | −43,035−90.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,656 | $440.2K | 0.01% | +4,313+1,257.4% | Added |
| Acadian Asset Management LLC | 4,769 | $450.0K | 0.00% | 00.0% | Unchanged |
| Burney Co | 4,802 | $454.0K | 0.02% | 00.0% | Unchanged |
| Quantum Capital Management, LLC | 5,010 | $473.7K | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,671 | $536.2K | 0.00% | +907+19.0% | Added |
| State Board of Administration of Florida Retirement System | 6,082 | $575.1K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,198 | $586.0K | 0.01% | −375−5.7% | Reduced |
| Oregon Public Employees Retirement Fund | 6,216 | $587.7K | 0.01% | −100−1.6% | Reduced |
| Arizona State Retirement System | 6,249 | $590.8K | 0.00% | −112−1.8% | Reduced |
| HRT Financial LP | 6,298 | $595.0K | 0.00% | +6,298 | New |
| CI Private Wealth, LLC | 6,438 | $608.7K | 0.00% | +2,244+53.5% | Added |
| Rathbone Brothers plc | 6,650 | $628.8K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,922 | $654.0K | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 7,201 | $680.9K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,375 | $697.3K | 0.01% | −615−7.7% | Reduced |